"We value how Simon's advice links our financial position to our plans for the future of our family and our lifestyle. Our meetings provide a forum for a facilitated family discussion, and he always provides a written record of what we discussed, what was agreed and what the action points from our meeting were. He has a depth of up to date knowledge which he uses to give us the options available to us, and an ability to assess which is the best outcome for us We like that there is a low turnover of staff, so we always get to meet and talk to the same adviser, and don't have to go over information again and again. AAB Wealth are very visible with what they charge, so we can easily assess whether the advice is worth what we are paying, and so far it has been."
Phil & Susan Rorison